Rolling Returns Calculator

quant Mutual Fund

Quant Large & Mid Cap Fund — rolling returns

Large & Mid Cap · NAV data as of

3,397 daily NAV records since 7 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,170 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan
Holding period
Compare against

Direct plan · showing data from 7 January 2013 to 16 October 2026

Average rolling return

18.88%

Windows computed

2,170

Median return

17.69%

Standard deviation

6.18%

Best 5-year window

33.61%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

-3.25%a year

Invested 27 May 2015 · exited 27 May 2020

Consistency — share of 5-year windows

Above 0%
100.0% (2,169 of 2,170)
Above 8%
97.5% (2,116 of 2,170)
Above 12%
88.1% (1,911 of 2,170)
Above 15%
71.5% (1,552 of 2,170)

Each point is one 5-year holding period, plotted against the date it began. Showing 435 of 2,170 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Quant Large & Mid Cap Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average22.06%20.16%18.88%18.22%19.29%
Median16.81%20.74%17.69%18.32%18.72%
Minimum-34.09%-6.88%-3.25%6.68%11.40%
Maximum155.78%39.15%33.61%22.47%24.40%
Std deviation24.09%9.52%6.18%1.91%2.59%
Consistency
Above 0%81.52%98.24%99.95%100.00%100.00%
Above 8%66.04%86.74%97.51%99.94%100.00%
Above 12%59.42%79.83%88.06%99.94%99.89%
Above 15%53.58%71.31%71.52%95.82%99.89%
Coverage
Windows computed3,1542,6632,1701,674935

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 0.89% a year more than Regular.

This fund's Regular plan has NAV going back to 9 January 2007, but its Direct plan only began on 7 January 2013. The 1,475 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Quant Large & Mid Cap Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average18.88%17.99%
Best window33.61%from 24 Mar 202031.81%from 24 Mar 2020
Worst window-3.25%from 27 May 2015-3.45%from 27 May 2015
Windows computed2,1702,170

Common questions about Quant Large & Mid Cap Fund

What is the 5-year rolling return of Quant Large & Mid Cap Fund?
Across 2,170 overlapping 5-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Quant Large & Mid Cap Fund returned an average of 18.88% a year, with a median of 17.69%. The best 5-year stretch returned 33.61% a year and the worst returned -3.25%.
Has Quant Large & Mid Cap Fund ever lost money over 5 years?
Yes. 0.0% of the 2,170 5-year holding periods in this fund's history ended below zero. The worst returned -3.25% a year, for someone who invested on 27 May 2015 and sold on 27 May 2020.
What is the difference between the Direct and Regular plans of Quant Large & Mid Cap Fund?
Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 18.88% a year on the Direct plan against 17.99% on the Regular plan, a difference of 0.89% a year.
What is the 1-year rolling return of Quant Large & Mid Cap Fund?
Across 3,154 overlapping 1-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Quant Large & Mid Cap Fund returned an average of 22.06% a year, with a median of 16.81%. The best 1-year stretch returned 155.78% a year and the worst returned -34.09%.
What is the 3-year rolling return of Quant Large & Mid Cap Fund?
Across 2,663 overlapping 3-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Quant Large & Mid Cap Fund returned an average of 20.16% a year, with a median of 20.74%. The best 3-year stretch returned 39.15% a year and the worst returned -6.88%.
What is the 7-year rolling return of Quant Large & Mid Cap Fund?
Across 1,674 overlapping 7-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Quant Large & Mid Cap Fund returned an average of 18.22% a year, with a median of 18.32%. The best 7-year stretch returned 22.47% a year and the worst returned 6.68%.
What is the 10-year rolling return of Quant Large & Mid Cap Fund?
Across 935 overlapping 10-year holding periods between 7 January 2013 and 16 October 2026, the Direct plan of Quant Large & Mid Cap Fund returned an average of 19.29% a year, with a median of 18.72%. The best 10-year stretch returned 24.40% a year and the worst returned 11.40%.

Compare with other funds

Other Large & Mid Cap funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.